QPW
VRT icon

Quantum Private Wealth’s Vertiv VRT Stock Holding History

Quantum Private Wealth’s Portfolio VRT Stock Details VRT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.56M Buy
10,211
+21
+0.2% +$4.66K 0.79% 27
2025
Q4 		$1.65M Hold
10,190
– – 0.48% 40
2025
Q3 		$1.54M Buy
10,190
+1,132
+12% +$151K 0.45% 46
2025
Q2 		$1.16M Buy
9,058
+2,320
+34% +$226K 0.38% 50
2025
Q1 		$486K Buy
6,738
+800
+13% +$85.2K 0.18% 98
2024
Q4 		$675K Buy
5,938
+500
+9% +$59.4K 0.22% 80
2024
Q3 		$541K Buy
5,438
+2,316
+74% +$192K 0.18% 104
2024
Q2 		$270K Buy
+3,122
New +$284K 0.1% 163

Other funds holding VRT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Quantum Private Wealth's VRT Position: Q1 2026 in Review

Quantum Private Wealth increased its Vertiv (VRT) stake by 0.21% in Q1 2026, buying an estimated $4.66K and bringing the position to 10,211 shares worth $2.56M. The position accounts for 0.79% of the portfolio, ranked #27.

Quantum Private Wealth first reported a position in VRT in Q2 2024 and has held it in 8 quarters since. 1,824 funds tracked by Wall St. Rank hold VRT as of Q1 2026.

  • Quantum Private Wealth held 10,211 shares of Vertiv worth $2.56M as of Q1 2026.
  • Quantum Private Wealth bought 21 Vertiv shares in Q1 2026, an estimated $4.66K.
  • Vertiv made up 0.79% of Quantum Private Wealth's portfolio in Q1 2026, its #27 holding.
  • Quantum Private Wealth first reported a position in Vertiv in Q2 2024 and has held it in 8 quarters since.
  • 1,824 funds tracked by Wall St. Rank held Vertiv as of Q1 2026.

Based on Quantum Private Wealth's 13F filing for Q1 2026, filed 27 Apr 2026.